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ADAR1 Capital Management’s Insmed INSM Stock Holding History

ADAR1 Capital Management’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4M Buy
228,520
+193,128
+546% +$23.4M 1.12% 18
2026
Q1 		$5.79M Buy
+35,392
New +$5.44M 0.34% 66
2025
Q2 		– Sell
-6,074
Closed -$463K – 221
2025
Q1 		$463K Sell
6,074
-15,900
-72% -$1.22M 0.09% 109
2024
Q4 		$1.52M Buy
21,974
+18,340
+505% +$1.32M 0.3% 61
2024
Q3 		$265K Sell
3,634
-38,583
-91% -$2.85M 0.04% 150
2024
Q2 		$2.83M Buy
+42,217
New +$1.64M 0.53% 29

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

ADAR1 Capital Management's INSM Position: Q2 2026 in Review

ADAR1 Capital Management increased its Insmed (INSM) stake by 546% in Q2 2026, buying an estimated $23.4M and bringing the position to 228,520 shares worth $24.4M. The position accounts for 1.12% of the portfolio, ranked #18.

ADAR1 Capital Management first reported a position in INSM in Q2 2024 and has held it in 6 quarters since. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • ADAR1 Capital Management held 228,520 shares of Insmed worth $24.4M as of Q2 2026.
  • ADAR1 Capital Management bought 193,128 Insmed shares in Q2 2026, an estimated $23.4M.
  • Insmed made up 1.12% of ADAR1 Capital Management's portfolio in Q2 2026, its #18 holding.
  • ADAR1 Capital Management first reported a position in Insmed in Q2 2024 and has held it in 6 quarters since.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on ADAR1 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.